Copperleaf Capital, LLC MTUM Holdings History
Copperleaf Capital, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 5,044.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $1.02 Mil. This investment constitutes 0.61% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2019Q4. And since then Copperleaf Capital, LLC has made 8 purchases of MTUM, at an average price of $159.02, for a total of 22,650.00 shares. In addition, there have been 4 sales at an average price of $134.02 for 17,606.00 shares. Based on historical transaction data and MTUM's current price of $237.56, Copperleaf Capital, LLC's estimated gain on his MTUM holdings is $-44,140.14, reflecting a -1.23% gain to date.
Copperleaf Capital, LLC MTUM ($237.56) Holding Chart
Copperleaf Capital, LLC MTUM ($237.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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